Dashboard, Billing &
Projects in One Platform
For consultancies, agencies, and professional services — overview dashboard, invoices & proposals, time & projects, contracts, and purchases with client-centric master data.
Overview Dashboard & Reports
KPIs, revenue trend, aging, unbilled time
₹42.86 L
+12.4%
₹8.72 L
-3.2%
₹15.40 L
+5.1%
28.6%
+1.8%
| Project | Hrs | Amount |
|---|---|---|
| ERP – Reliance | 48 | ₹1.20 L |
| Cloud – TCS | 24 | ₹72,000 |
| HRMS – HCL | 16 | ₹32,000 |
Built for Service Businesses
Consultancies, agencies, professional services, and contractors — one platform.
Consultancies
Agencies
Professional Services
Contractors & Freelancers
Sales & Billing
Invoices, proposals, recurring, credit notes, payments
8
This month
4
Active
3
Templates
₹6.48 L
Received (MTD)
| Invoice / Client | Amount | Balance | Status |
|---|---|---|---|
INV-421 Acme Corp | ₹1.85 L | ₹1.85 L | approved |
INV-420 TechFlow Solutions | ₹72,800 | ₹0 | paid |
INV-419 Bright Ideas Agency | ₹75,000 | ₹75,000 | approved |
INV-418 GlobalServe Ltd | ₹2.48 L | ₹1.48 L | partial |
INV-416 NovaTech Industries | ₹56,000 | ₹56,000 | overdue |
| Proposal / Client | Amount | Status |
|---|---|---|
PROP-042 Acme Corp | ₹4.50 L | sent |
PROP-041 NovaTech Industries | ₹1.80 L | draft |
PROP-040 GlobalServe Ltd | ₹95,000 | accepted |
Invoices, Proposals & Payments
Client-facing sales with invoices, proposals (scope & timeline), recurring invoices, credit notes, and payments received. Import unbilled time into invoices.
- Invoices with client, project, and service/hour line items
- Proposals with scope, deliverables, and milestone tracking
- Recurring invoices and credit notes; payment allocation
Time, Projects & Contracts
Time entries, projects dashboard, timesheets, contracts
14
Open
1,284
+8.5%
12
Active
100
₹2.54 L
| Date | Description / Project | Hrs | Member |
|---|---|---|---|
| Nov 1 | UI wireframe homepage Website Redesign | 4.5 | Priya S. |
| Nov 2 | Responsive layout dev Website Redesign | 6 | Rahul K. |
| Nov 3 | Brand audit & analysis Brand Strategy | 3 | Meera T. |
| Nov 4 | Design system tokens Website Redesign | 5 | Priya S. |
Time Entries, Projects & Contracts
Log time with timer, project dashboard, timesheets, and unbilled time. Service contracts with SLA, milestones, and renewal tracking.
- Time entries by project and member; billable vs non-billable
- Project budget vs spent and progress; utilization reports
- Contracts with SLA management and renewal alerts
Purchases & Master Data
Bills & expenses, purchases, POs, COA, clients, services
7
This month
4
Records
3
Open / Partial
7
Active
| Vendor / Ref | Amount | Status |
|---|---|---|
AWS India INV-AWS-1123 | ₹12,500 | paid |
Figma Inc FIG-2025-11 | ₹4,200 | paid |
WeWork India WW-NOV-2025 | ₹18,000 | paid |
Ravi Subramanian SUB-RAV-045 | ₹35,000 | unpaid |
Bills, Expenses, POs & Master Data
Bills and expenses with project and billable-to-client tracking. Purchases, purchase orders, and purchase analytics. Chart of accounts, clients, services, and tax rates.
- Bills & expenses with project and billable checkbox
- Purchase orders and purchase analytics
- COA, clients, services & deliverables, tax rates
General FAQs
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